Troubleshooting

Finance Document Will Not Open

Capehelm shows recovery choices when it cannot open the Finance Document you selected or previously used.

Quick answer

Use Locate Document to select the package again, Open Another Document for a different .pfinance file, or Create New Finance Document to start separately.

Choose the recovery path that matches your situation

  • Locate Document: select the remembered .pfinance package again.
  • Open Another Document: deliberately choose a different Capehelm .pfinance package.
  • Create New Finance Document: enter the existing start-fresh setup flow.

Confirm the file type

Capehelm accepts .pfinance packages. If the selected item is not a Capehelm document, choose the correct package instead.

If the document came from a newer Capehelm version

A document with a newer schema than the installed app supports is left unchanged. Update Capehelm to a version that supports the document, then try opening it again.

Still need help?

Tell us what happened.

Email [email protected] and describe what you were trying to do, what happened, and any error message Capehelm displayed. Please write the error in the email instead of attaching sensitive files or screenshots.

Email Capehelm Support